AHDB's weekly arable report says hot, dry weather in the US and EU is tightening the maize outlook. The USDA rated 54% of US maize in good or excellent condition as of 28 August, and the EU Commission cut its maize estimate from 65.8Mt to 59.3Mt.
Agritel sees French maize at 10.8Mt, the smallest crop this century.
Lower EU and US maize output tightens feed grain supplies and supports maize prices, which in turn lend support to wheat and barley. Feed buyers should expect firmer prices while weather remains the key driver.
在过去 1,465 次看涨的天气事件之后,玉米 在 5 个交易日内中位数变动 +0.2%(54% 上涨;中间一半区间为 -1.4% 至 +1.9%),20 个交易日内为 +0.9%。
在过去 1,072 次看涨的天气事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.2%(55% 上涨;中间一半区间为 -1.4% 至 +2.3%),20 个交易日内为 +0.3%。
历史可比事件尚不足,暂无法给出历史解读。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。